General Discussion Topics, page-138575

When Altura was thrown into recievership by the Loan noteholders Altura was receiving a much higher price for their spod.
Alex Cheesman mentions this in podcast with Joe Lowry and JB said it to me.
The story given post acquisition is a PLS story.
The Altura body ore is different from PLS body ore contrary to what KB has said.
I put the question to J.B. years ago as to why the PLS spod was orange and AJM spod white, a photo taken at Port Hedland and circulated on social media.
J.B. described what good spod, including Altura spod, should look like which is similar to recent descriptions of Sigma spod, Brazil.
I am optimistic he has found the same in Quebec with Moblan.
I am wondering what is going on with LG and Sigma and their offtake agreement needing arbitration.
It could be a payment hurdle or average price hurdle if BRICS bring in their own payment system mooted to happen this year!
I see Nth Korea are joining.
I can see, if this happens, Korean companies looking to do business with companies outside BRICS.
LG Energy is high on my list for SYA and were Altura's major upstream customer prior to acquisition.
https://www.cointribune.com/en/north-koreas-brics-approach-forging-a-new-global-equilibrium/